CFO

CVA Family Office Portfolio holdings

AUM $869M
1-Year Est. Return 19.29%
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.73M
3 +$1.3M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.09M

Top Sells

1 +$3.53M
2 +$2.9M
3 +$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$911K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$484K

Sector Composition

1 Technology 7.07%
2 Financials 3.62%
3 Healthcare 3.02%
4 Industrials 2.38%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$27K 0.01%
+257
577
$26.7K 0.01%
+330
578
$26.7K 0.01%
+22
579
$26.5K 0.01%
+330
580
$26.4K 0.01%
+194
581
$26.1K 0.01%
+225
582
$26K 0.01%
+601
583
$26K 0.01%
+1,335
584
$25.8K 0.01%
+522
585
$25.6K 0.01%
+206
586
$25.6K 0.01%
+535
587
$25.5K 0.01%
+100
588
$25.2K ﹤0.01%
+526
589
$25.2K ﹤0.01%
+180
590
$25.2K ﹤0.01%
+1,400
591
$24.8K ﹤0.01%
+154
592
$24.8K ﹤0.01%
+568
593
$24.6K ﹤0.01%
+535
594
$23.8K ﹤0.01%
+220
595
$23.6K ﹤0.01%
+310
596
$23.5K ﹤0.01%
+83
597
$23.5K ﹤0.01%
+200
598
$23.3K ﹤0.01%
+197
599
$23.2K ﹤0.01%
+195
600
$23.2K ﹤0.01%
+98